See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,518 | $100,923-96.5% | $150,045-97.7% | $74,304-95.3% |
| Participation rate | 71.4% | 70.1%+1.3pp | 82.3%-10.9pp | 60.3%+11.1pp |
| Annual return | 52.23% | 51.77%+0.5pp | 62.55%-10.3pp | 29.43%+22.8pp |
| Employer contribution / active EE | $1,417 | $3,463-59.1% | $4,693-69.8% | $2,241-36.8% |
| Participant deferral / active EE | $1,631 | $6,709-75.7% | $7,997-79.6% | $3,767-56.7% |
| Admin fee / account holder | $302 | $2,767-89.1% | $13,435-97.7% | $2,969-89.8% |